See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $6,649 |
MATRIX TRUST COMPANY1+ years Filed as: MG TRUST CO., DBA MATRIX TRUST CO. Service code 62 · EIN 75-3182674 | Soft dollars commissions; Float revenue | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,438 | $45,283-41.6% | $155,790-83.0% | $52,331-49.5% |
| Participation rate | 77.1% | 62.2%+14.9pp | 76.1%+1.0pp | 68.1%+9.0pp |
| Annual return | -0.03% | 1.80%-1.8pp | 71.54%-71.6pp | 4.54%-4.6pp |
| Employer contribution / active EE | $636 | $1,329-52.2% | $3,836-83.4% | $1,882-66.2% |
| Participant deferral / active EE | $2,542 | $2,854-10.9% | $4,797-47.0% | $3,022-15.9% |
| Admin fee / account holder | $43 | $981-95.6% | $7,478-99.4% | $592-92.7% |